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PZC

PIMCO California Municipal Income Fund III

Delisted

PZC was delisted on the 1st of August, 2025.

19 hedge funds and large institutions have $8.43M invested in PIMCO California Municipal Income Fund III in 2014 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 4

0.58% less ownership

Funds ownership: 4.14%3.57% (-0.58%)

10% less funds holding

Funds holding: 2119 (-2)

11% less capital invested

Capital invested by funds: $9.5M → $8.43M (-$1.07M)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
19
Holders Change
-2
Holders Change %
-9.52%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
4
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$3.07M -$981K -93,327 -25%
FFA
2
First Foundation Advisors
California
$1.04M -$414K -39,381 -29%
Morgan Stanley
3
Morgan Stanley
New York
$916K +$145K +13,772 +19%
UBS Group
4
UBS Group
Switzerland
$865K +$849K +80,752 New
LPL Financial
5
LPL Financial
California
$807K -$51K -4,848 -6%
CWM
6
Concert Wealth Management
California
$359K
Wells Fargo
7
Wells Fargo
California
$320K +$94.6K +9,000 +43%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$280K +$1.43K +136 +0.5%
CNB
9
City National Bank
California
$177K +$174K +16,519 New
HCM
10
Hollencrest Capital Management
California
$150K
NPC
11
National Planning Corporation
California
$145K
HK
12
Horizon Kinetics
New York
$128K
Creative Planning
13
Creative Planning
Kansas
$75K +$5.26K +500 +8%
AF
14
Allworth Financial
California
$43K +$42.1K +4,000 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$24K
Bank of America
16
Bank of America
North Carolina
$11K -$25.1K -2,384 -70%
DADC
17
D.A. Davidson & Co
Montana
$10K
AIG
18
American International Group
New York
$6.73K
Citigroup
19
Citigroup
New York
$5K
AQR Capital Management
20
AQR Capital Management
Connecticut
-$223K -21,418 Closed
VKH
21
Virtu KCG Holdings
New York
-$134K -12,904 Closed
Fifth Third Bancorp
22
Fifth Third Bancorp
Ohio
-$57K -5,480 Closed
SFSIG
23
San Francisco Sentry Investment Group
California
-$5K -500 Closed

PZC Hedge Fund Activity: Q4 2014 in Review

19 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in PIMCO California Municipal Income Fund III (PZC) for Q4 2014, worth a combined $8.43M — down 11% from $9.5M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of PZC and 3 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 4 added.

The largest buyer was City National Bank, opening a new position worth an estimated $174K. The largest seller was Guggenheim Capital, cutting an estimated $981K.

  • 19 institutional investors held PIMCO California Municipal Income Fund III (PZC) as of Q4 2014, down from 21 in Q3 2014.
  • Funds reported $8.43M of PIMCO California Municipal Income Fund III stock for Q4 2014, down 11% quarter-over-quarter.
  • 3 funds opened new PIMCO California Municipal Income Fund III positions in Q4 2014 and 4 closed out, a net change of -1 holder.
  • The largest PIMCO California Municipal Income Fund III buyer in Q4 2014 was City National Bank, an estimated $174K added.
  • The largest PIMCO California Municipal Income Fund III seller in Q4 2014 was Guggenheim Capital, an estimated $981K sold.

Based on aggregated 13F filings for Q4 2014.